ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 148 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $119,000 | -71.2% | 618 | -72.1% | 0.02% | -58.5% |
| Q2 2021 | $413,000 | +555.6% | 2,213 | +358.2% | 0.04% | +46.4% |
| Q2 2018 | $63,000 | +61.5% | 483 | +62.1% | 0.03% | +55.6% |
| Q1 2018 | $39,000 | -99.8% | 298 | -99.8% | 0.02% | -99.8% |
| Q4 2017 | $17,976,000 | +25580.0% | 137,800 | +23577.0% | 7.63% | +18519.5% |
| Q3 2017 | $70,000 | -99.5% | 582 | -99.6% | 0.04% | -99.5% |
| Q1 2017 | $14,653,000 | +8570.4% | 134,306 | +8325.7% | 7.68% | +8627.3% |
| Q4 2016 | $169,000 | +1107.1% | 1,594 | +948.7% | 0.09% | +1000.0% |
| Q4 2015 | $14,000 | -95.6% | 152 | -95.5% | 0.01% | -95.5% |
| Q2 2015 | $318,000 | -99.9% | 3,387 | +15.0% | 0.18% | +28.1% |
| Q1 2015 | $263,164,000 | +403.8% | 2,944 | +385.0% | 0.14% | +308.8% |
| Q3 2014 | $52,232,000 | -35.4% | 607 | -36.2% | 0.03% | -8.1% |
| Q1 2014 | $80,843,000 | +3380.1% | 952 | -96.6% | 0.04% | -97.1% |
| Q4 2013 | $2,323,000 | – | 27,730 | – | 1.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Annex Advisory Services, LLC | 596,381 | $115,149,000 | 7.89% |
| Wealthgate Family Office, LLC | 21,923 | $4,233,000 | 6.59% |
| SFI Advisors, LLC | 30,005 | $6,134,000 | 5.42% |
| Signify Wealth | 38,053 | $7,347,000 | 4.56% |
| Lee Financial Group Hawaii, Inc. | 25,373 | $4,899,000 | 3.56% |
| Empowered Funds, LLC | 135,725 | $26,206,000 | 2.96% |
| Diversified, LLC | 27,822 | $5,372,000 | 2.27% |
| SPC Financial, Inc. | 104,197 | $20,118,000 | 2.24% |
| WestEnd Advisors, LLC | 400,417 | $77,312,514,000 | 2.10% |